Montgomery Wealth Management is dedicated in helping families with a personalized financial plan to ensure you achieve all your goals and dreams.
06/27/2022
Focus on your recovery knowing that you have money to help with your expenses if you’re diagnosed with a serious illness.
Critical illness insurance Focus on your recovery knowing that you have money to help with your expenses if you’re diagnosed with a serious illness.
06/24/2022
If you’re a small business owner, a benefits plan could help keep your employees healthier by making health care costs easier to afford, which can lead to fewer sick days. Learn more:
How much do benefits cost employers? The average annual premium is about 15% of payroll for a smaller business or up to 30% of payroll for large companies.
06/23/2022
Did you know that having life insurance gives you lifelong protection and value you can access for cash? Reach out to learn more!
What is participating life insurance? – Canada Life Strong, flexible and built on a foundation of guarantees, participating life insurance gives you lifelong protection and value you can access for cash.View a...
02/15/2022
How well do you understand RRSPs? Here are some key facts:
👵🏼 It was designed for people who want to save for retirement
🧾 If you withdraw any amount, you'll have to pay taxes
🏠 You can use the money in the RRSP to buy your first home
Find out more here: ow.ly/v4JF103oTZ9
02/05/2022
Our term life insurance discount is still available until Mar. 6❗
New qualifying Canada Life My Term policies can save 10% or 15% for applications received by March 6, 2022.
My term life insurance The Great-West Life Assurance Company, London Life Insurance Company and The Canada Life Assurance Company have become one company – The Canada Life Assurance Company. Learn more
12/29/2020
Term life insurance has so many benefits, and now that Canada Life has extended their introductory offer, you have until March 1, 2021 to get up to 4 free months of term insurance! If you’d like to learn more, let’s talk.
Protection when you need it most – Canada Life We protect ourselves, our home and our family. Now, you can protect your finances and enjoy four months of term insurance free. Visit http://www.canadalife.c...
11/30/2020
Life insurance is an important part of any financial security plan. Send me a message and let’s explore your options.